Move leads through the pipeline

A pipeline is the set of steps a lead goes through, from first enquiry to won. Your business can have more than one pipeline, each with its own stages. The Pipeline board shows one pipeline at a time, so you can see where every lead stands and move them forward.

Read the board

In the left menu, under Work, click Pipeline. At the top:

• The pipeline picker shows the pipeline name and how many leads are open. Click it to switch pipelines.
• Open value is the total estimated value of open leads in this pipeline.
• Board and List switch between columns and a table.
• New lead adds a lead.

Each column is a stage. Its header shows how many leads are in it, their value, and the "% move on" (how many leads go on to the next stage). Each card shows the lead's name, labels such as Hot, what they are interested in, the value, the follow-up date (red "Overdue" when late), days in stage, source and the owner's initials. At the bottom of a column, Load 10 more shows more cards.

Move a lead

1. Find the card. Use the search box to look up a name, phone or treatment.
2. Drag it. Drag the card to the next stage. You can move a lead back too.
3. Close it if needed. Drop the card on Lost, Nurture or Not qualified in the bar at the bottom. For Lost and Not qualified, salestrack asks for a reason.
4. Or open the lead. Click a card to open the lead drawer, or go to the lead page and click a stage on the stage bar.

Find leads that need attention

Use the View menu for quick views:

• All open: every open lead in the pipeline.
• Overdue: the follow-up date has passed.
• No follow-up: no next step is planned.
• Stuck 7d+: the lead has not moved for a week or more.
• Hot: leads labelled Hot.

Use Sort to order cards by Follow-up date, Newest first, Value: high to low, Longest in stage or Name A–Z, and Filters to narrow down further.